Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFPL606 Mapping and Delivery Guide
Implement complex and innovative financial plans
Version 1.0
Issue Date: June 2024
Qualification | - |
Unit of Competency | FNSFPL606 - Implement complex and innovative financial plans |
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Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to implement a complex or innovative financial plan, and successfully present to clients. Complex plans include those which, for commercial relationship reasons, require development to a higher than normal standard.It applies to experienced individuals who work within a team environment using specialised knowledge, systematic processes and managerial techniques to complete complex work and manage relationships.Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the financial planning field of work and include access to: office equipment, technology, software and consumables. Assessors must satisfy NVR/AQTF assessor requirements. |
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Prerequisites/co-requisites | |||
Competency Field |
Development and validation strategy and guide for assessors and learners | Student Learning Resources | Handouts Activities |
Slides PPT |
Assessment 1 | Assessment 2 | Assessment 3 | Assessment 4 | |
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Elements of Competency | Performance Criteria | |||||||
Element: Establish actions, timings and priorities needed to implement complex and/or innovative financial plan |
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Element: Establish procedures for implementation of financial plan |
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Element: Undertake and/or supervise implementation of financial plan actions |
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